Editor's note: Welcome to "Barron's Roundup." Each weekend, Stockpickr presents portfolios related to articles in the latest issue of Barron's.
article says investors who are looking to boost their exposure to overseas markets might want to consider buying U.S. multinationals. Among the stocks mentioned are
Research In Motion
talks with Douglas A. Kass, president and founder of Seabreeze Partners Management. Kass runs a long-short hedge fund that looks for overvalued and undervalued stocks. Currently, the fund has assets of $100 million, and has a gross year-to-date return of around 17%. Among the stocks in his portfolio are
Bank of America
Altisource Portfolio Solutions
: Each week,
publishes bullish and bearish stories on a variety of stocks. We present summaries of those stories in this portfolio. This week, there are bullish stories on
( AXA), plus a bearish piece on
column highlights the latest dividend increases, initiations and cutbacks. This week there's information on
Bank of New York Mellon
: Insider purchases are a lot more predictive than insider selling.
lists companies where managers are buying stock, and we build a portfolio with those companies' stocks. There has been interesting activity in
China Medical Technologies
Taylor Capital Group
: The latest analyst research reports highlighted by
, including reports this week on
: Which companies are the top hedge funds chasing? This week's list includes names like
New York Times
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